Portfolio Management Services (PMS)Compare Schemes
Merisis Multicap Portfolio vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Merisis Multicap Portfolio
Sanctum Wealth - Indian Titans
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.02%
1.73%
6 Months
14.30%
7.38%
1 Year
18.52%
6.08%
3 Years
11.27%
8.22%
5 Years
8.98%
7.99%
Since Inception
16.57%
12.63%
Fund Age
6 yrs 6 mo
9 yrs 9 mo
AUM
₹4.79 Cr
₹145.75 Cr
Alpha – 1 Year
18.87%
1.36%
Alpha – 3 Years
2.27%
−3.87%
Information Ratio – 3 Years
0.39
-0.60
Volatility – 1 Year
19.72%
20.08%
Volatility – 3 Years
16.55%
16.27%
Beta – 1 Year
1.05
1.12
Beta – 3 Years
0.99
1.00
Sharpe Ratio – 1 Year
0.68
0.13
Sharpe Ratio – 3 Years
0.41
0.24
Worst Rolling Year
3.70%
-1.76%
Value at Worst Rolling Year
₹1.04 Cr
₹0.98 Cr
Deepest Drawdown
−22.25%
−19.25%
Recovery Period
511 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
10.81%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 4% · S 64%
L 62% · M 20% · S 7%
Number of Stocks
9
25
Portfolio P/E
13.20
—
Top 5 Holdings
Cash & Cash Equivalent · 14.62%
Tamilnad Mercantile Bank Ltd · 11.18%
Northern Arc Capital Ltd · 9.26%
Wockhardt Ltd · 8.90%
Glaxosmithkline Pharmaceuticals Ltd · 8.24%
ICICI Bank Ltd · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
Financial Services · 34.78%
Healthcare · 17.14%
Automobile and Auto Components · 7.77%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%